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Convert Prospects into Clients at Events with These 7 Best ...
commonwealth.com
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Explore Different Types of Events “For some advisors, social events are best for gaining new clients. Others find that educational events are more successful.” Here, best practice is to research many different ideas that could help you achieve your goal of receiving introductions and referrals—and converting prospects into clients. No matter the event type or theme, be sure that it's compelling and convenient to attend. You may even want to try several different formats to see what works best for you.
Explore Different Types of Events “Ultimately, it depends on a variety of factors, including timing, market conditions, client interests, and your personal strengths.” Here, best practice is to research many different ideas that could help you achieve your goal of receiving introductions and referrals—and converting prospects into clients. No matter the event type or theme, be sure that it's compelling and convenient to attend. You may even want to try several different formats to see what works best for you.
There's no one type of event that works for everyone. For some advisors, social events are best for gaining new clients. Others find that educational events are more successful. Ultimately, it depends on a variety of factors, including timing, market conditions, client interests, and your personal strengths. “You may even want to try several different formats to see what works best for you.” Plan to Hold Multiple Events Throughout the Year
There's no one type of event that works for everyone. For some advisors, social events are best for gaining new clients. Others find that educational events are more successful. Ultimately, it depends on a variety of factors, including timing, market conditions, client interests, and your personal strengths. “No matter the event type or theme, be sure that it's compelling and convenient to attend.” Plan to Hold Multiple Events Throughout the Year
“they require a lot of time and money—and the return on investment is minimal if you don't convert prospects into clients.” On the other hand, events can be fun, memorable experiences. Plus, they have the potential to be instrumental in building your business.
Explore Different Types of Events “There's no one type of event that works for everyone.” Here, best practice is to research many different ideas that could help you achieve your goal of receiving introductions and referrals—and converting prospects into clients. No matter the event type or theme, be sure that it's compelling and convenient to attend. You may even want to try several different formats to see what works best for you.
On the other hand, events can be fun, memorable experiences. Plus, they have the potential to be instrumental in building your business. “there's no one specific action you can take to guarantee that your next event will land you new clients.” Explore Different Types of Events
Say Thank You! “If a prospect doesn't meet with you right away, be sure to touch base consistently throughout the year.” Editor's Note: This post was originally published in July 2014, but we've updated it to bring you more relevant and timely information.